Getting started
Running a monthly review
More sources and clients
How the numbers work
Client workspaces
One login, a separate workspace for each client.
If you run the numbers for more than one business, each client gets its own workspace. You sign in once and switch between them.
How it works
Morevy sets up your client workspaces. Tell us which clients you are adding and we create a workspace for each one under your login.
Each workspace is separate. A client's files, workflows, decisions and signed months stay in that client's workspace.
Clients do not sign in. You share the output, such as the deck or the PDF of the month, not the workspace.
Switching clients
Use the workspace switcher to move between clients. Everything on screen then belongs to the client you switched to: the workflows, the conversations, and what Morevy knows about that business.
Seeing all your clients
The Clients page lists your client workspaces and where each one stands. It shows status, not figures, so it is safe to have open on a shared screen.
Adding or removing a client
Contact us at hello@morevy.ai to add a client workspace. Removing a client archives the workspace rather than deleting it.
Note. Client workspaces are part of the advisor plan and are set up with you during early access. See pricing and setup on morevy.ai.